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JULY 7, 2010		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein June 2010 401kExchange Opportunity Index     THE STEADY, AND in some markets steep decline in a sponsors’ likeliness to change record keepers continued in the June 2010 401kExchange Opportunity Indices.  On the other hand, the demand for advisors rose to its highest level yet at 12.7%; demand for adding new funds kept apace at 7.61%, up 15% from the 2009 average.  The... Read More           Case of the Week:  Considerations When Naming an IRA Beneficiary Who is Not the Owner's Spouse by John Carl, President, Retirement Learning Center   OUR ERISA CONSULTANTS on the Columbia Management Learning Center Resource Desk regularly receive calls from financial advisors who have questions regarding who or what can be named as beneficiary of an IRA.  Through our relationship with the Columbia Management Learning Center, we routinely guide Columbia... Read More             From Last Week's Exchange Behavioral Finance and Retirement Savings     LIKE WITH ANY problem, change starts with the awareness that there is one or else we deal with the ubiquitous problem – denial.  Everyone knows that most participants are ill-equipped to manage their personal DB plan and very few make good decisions on their own.  While employing a good DC corporate advisor is part of the solution... Read More        Prospect Pipeline APPOINTMENTS Over $140 Million in 401(k) Set Appointments Available! Appointments are currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time. All appointments listed in the Weekly Exchange are subject to, but not limited to assignment, rescheduling or cancellation. These appointments are listed and available on a first-come-first-serve basis. These Leads are exclusive to one advisor for one full year. For more information, contact your Account Executive at 1-877-777-401k (4015) or contact Melissa Nixon, ext. 3308 or mnixon@401kexchange.com.   Lead # Area Code State Assets Appt. Date Appt Time 1 479 AR $1,700,000 7/15/10 9:00am  2 501 AR $2,500,000 8/4/10 10:30am 3 707 CA $400,000 7/20/10 9:00am  4 559 CA $450,000 7/22/10 10:00am 5 203 CT $700,000 7/14/10 11:00am 6 847 IL $270,000 7/12/10 9:00am  7 708 IL $1,500,000 7/13/10 9:00am  8 630 IL $400,000 7/14/10 9:30am  9 312 IL * 7/15/10 10:00am 10 773 IL $500,000 7/19/10 9:00am  11 217 IL $600,000 7/20/10 2:00pm  12 309 IL $500,000 7/21/10 2:00pm  13 309 IL * 7/21/10 10:00am 14 630 IL $300,000 7/28/10 10:00am 15 574 IN $700,000 7/12/10 10:00am 16 574 IN $2,500,000 7/14/10 2:00pm  17 260 IN * 7/15/10 10:00am 18 765 IN $1,200,000 7/28/10 10:00am 19 620 KS $1,000,000 7/20/10 11:00am 20 502 KY $250,000 7/13/10 11:00am 21 318 LA $1,500,000 7/12/10 9:00am  22 225 LA * 7/14/10 9:00am  23 225 LA $800,000 7/15/10 9:00am  24 318 LA $1,500,000 7/15/10 10:00am 25 318 LA $500,000 7/27/10 2:30pm  26 617 MA $550,000 7/21/10 9:00am  27 301 MD $700,000 7/13/10 10:00am 28 207 ME * 7/15/10 9:00am  29 734 MI $500,000 7/14/10 9:00am  30 651 MN $500,000 7/14/10 10:00am 31 320 MN $850,000 7/14/10 9:00am  32 816 MO * 7/13/10 10:00am 33 816 MO $2,900,000 7/14/10 2:00pm  34 417 MO $950,000 7/21/10 2:30pm  35 314 MO $1,000,000 7/23/10 10:00am 36 314 MO $1,500,000 7/23/10 9:00am  37 662 MS $1,200,000 7/27/10 10:00am 38 704 NC $200,000 7/13/10 3:00pm  39 704 NC $400,000 7/13/10 9:00am  40 828 NC $500,000 7/13/10 10:00am 41 910 NC $2,000,000 7/13/10 9:00am  42 252 NC $500,000 7/14/10 9:00am  43 828 NC $550,000 7/14/10 9:00am  44 828 NC $957,000 7/21/10 10:00am 45 252 NC $2,500,000 7/21/10 10:00am 46 704 NC $500,000 7/22/10 9:00am  47 402 NE $1,500,000 7/13/10 8:00am  48 402 NE * 7/27/10 9:00am  49 775 NV $700,000 7/21/10 3:00pm  50 775 NV * 8/11/10 10:00am 51 419 OH $200,000 7/13/10 10:00am 52 419 OH * 7/13/10 9:00am  53 330 OH $500,000 7/19/10 10:30am 54 419 OH $2,000,000 7/20/10 9:00am  55 513 OH $900,000 7/21/10 10:00am 56 330 OH $500,000 7/22/10 2:00pm  57 216 OH $570,000 7/30/10 10:00am 58 918 OK * 7/13/10 10:00am 59 814 PA $2,000,000 7/12/10 10:00am 60 570 PA * 7/12/10 2:00pm  61 570 PA $1,500,000 7/21/10 11:00am 62 814 PA $1,000,000 7/22/10 10:00am 63 901 TN * 7/27/10 9:00am  64 915 TX $2,000,000 7/16/10 2:00pm  65 432 TX $700,000 7/19/10 10:30am 66 713 TX $500,000 7/30/10 1:00pm  67 801 UT * 7/21/10 10:00am 68 540 VA $1,100,000 7/14/10 10:00am 69 757 VA $1,500,000 7/15/10 3:00pm  70 360 WA $350,000 7/15/10 11:00am 71 509 WA * 7/15/10 1:00pm  72 425 WA $1,500,000 7/29/10 9:00am  73 608 WI * 7/15/10 10:00am 74 608 WI $350,000 7/16/10 9:00am  75 715 WI $350,000 7/19/10 2:30pm  76 262 WI * 7/19/10 9:00am  77 715 WI $1,500,000 7/27/10 3:00pm    * More information will be provided when you speak with a 401kExchange representative.		UPCOMING EVENT                                     Visit the Newsletter Archive   Unsubscribe From Future Newsletters   Visit the Sponsor Directory     Want to Receive Your Own Copy of the Weekly Newsletter?
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